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Overview

The Timeline block is a single chronological feed of everything that has happened on the open record: notes, emails, calls, meetings, property changes, and task activity, newest first. Where History tracks one property and Associations groups related records, Timeline is the “what happened, when” narrative for the whole record.

Use cases

  • A Deal record: the full activity trail alongside the pipeline stage.
  • A Contact: catch up on every touchpoint before a call.

Configuration parameters

Troubleshooting

See also